Filed May 10, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,460 | $68,346+183.1% | $94,646+104.4% | $75,163+157.4% |
| Participation rate | 90.5% | 76.1%+14.4pp | 80.8%+9.6pp | 67.2%+23.3pp |
| Annual return | 13.38% | 616.93%-603.5pp | 156.71%-143.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $4,030 | $2,701+49.2% | $3,672+9.8% | $2,670+51.0% |
| Participant deferral / active EE | $7,575 | $6,537+15.9% | $7,418+2.1% | $4,125+83.6% |
| Admin fee / account holder | $20,697 | $5,326+288.6% | $7,231+186.2% | $5,651+266.3% |